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CU Strategic Planning
May 11, 202310 min read
Comment Letter: CDFI and NACA Program Financial Assistance and Technical Assistance Applications
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
CU Strategic Planning
May 10, 20231 min read
Legislating CDFI Fund Transparency
Credit union calls for greater transparency from the CDFI Fund are being met with bipartisan support. A CUNA-supported bill was put forth...
CU Strategic Planning
May 5, 20231 min read
New Orleans Firemen’s FCU Changes Lives with CDFI Grants – a Case Study
New Orleans Firemen’s Federal Credit Union has been serving underserved communities since before credit unions officially existed. While...
CU Strategic Planning
Apr 26, 20232 min read
3 Reasons to Apply for a CDFI FA Grant NOW
The Treasury’s Community Development Financial Institutions Fund has, in recent years, accepted applications for its annual Program...
CU Strategic Planning
Apr 13, 20232 min read
93% of CU Strategic Planning Applicants Win CDFI Equitable Recovery Program Grants
The U.S. Department of the Treasury’s Community Development Financial Institutions Fund awarded grants totaling $1.73 billion to 603...
Shirley Senn and Aaron Duffy
Apr 4, 20233 min read
ALM 101: Why Credit Unions Won’t Get Caught Like SVB
Silicon Valley Bank (SVB) failed in March, creating some concern for consumers here in the U.S. and around the world. Typically following...
CU Strategic Planning
Mar 7, 20231 min read
A Closer Look at the 2022 CDFI FA Awards
The Treasury's Community Development Financial Institution Fund announced its 2022 Financial Assistance Awards last week, and we were...
CU Strategic Planning
Feb 28, 20232 min read
CU Strategic Planning Clients Account for Majority of Credit Union FA Awards from CDFI Fund
We're so pleased to announce that the grant applications CU Strategic Planning facilitated for our clients make up 56% of all this year's...
CU Strategic Planning
Feb 23, 20231 min read
Jodie Harris to Exit as Head of CDFI Fund
Jodie Harris, Director of the U.S. Department of the Treasury's Community Development Financial Institutions Fund (CDFI Fund), announced...
CU Strategic Planning
Feb 16, 20232 min read
Opportunity for CDFI Credit Unions in EPA’s Greenhouse Gas Reduction Fund
Credit unions are the original socially responsible lenders, and now Community Development Financial Institution-Certified credit unions...
Mike Beall
Feb 1, 20232 min read
Light at the End of the Tunnel of the CDFI Fund’s New Certification Process
About the CDFI Fund's recent announcement that it's delaying the release of their updated certification.
CU Strategic Planning
Jan 17, 20231 min read
CDFI 2023: What Comes Next for CDFI Credit Unions
This is a confusing time for CDFI credit unions, and for those who are interested in Community Development Financial Institution...
CU Strategic Planning
Dec 21, 20223 min read
How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs
October of 2023 will mark 15 years since CU Strategic Planning was founded, and 15 years of helping credit unions gain certification as...
Stacy Augustine
Dec 2, 202226 min read
Comment Letter: CDFI Program Certification Application
The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...
Ronaldo Hardy
Sep 29, 20224 min read
Four Key Points to Creating Your DEIBA Budget
Your credit union believes in the values of diversity, equity, inclusion, belonging and accessibility, and you know you need a DEIBA...
CU Strategic Planning
Sep 14, 20222 min read
Member Impact Stories: Centric FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
Mike Beall
Aug 23, 20225 min read
A Season of Changes for CDFIs
Community Development Financial Institutions, and those who work with them, are very aware of the many recent changes that have been put...
CU Strategic Planning
Aug 23, 20222 min read
Member Impact Stories: Oswego County FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
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